Jehoshaphat Research Is Short Hannon Armstrong (HASI)
Jehoshaphat’s Short Thesis On Hannon Armstrong (HASI) – Executive SummaryIn recent weeks, HASI investors have been presented with a short thesis from Muddy Waters that details the company’s aggressive accounting. We’ve been analyzing this company ourselves for months, and we found Muddy Waters’ claims to be valid…so valid, in fact, that we have nothing else to say about them. Q2 2022 hedge fund letters, conferences and more Jehoshaphat Research is short HASI today for an entirely different reason: HASI’s impressive gains on sale are going away this year. Gains on sale are ~50% of the company’s...